See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,416 | $91,538-55.8% | $129,995-68.9% | $75,163-46.2% |
| Participation rate | 78.6% | 71.4%+7.1pp | 78.5%+0.1pp | 67.2%+11.4pp |
| Annual return | 10.17% | -631.11%+641.3pp | -137.18%+147.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,003 | $2,845-64.7% | $4,320-76.8% | $2,670-62.4% |
| Participant deferral / active EE | $2,099 | $4,341-51.6% | $5,820-63.9% | $4,125-49.1% |
| Admin fee / account holder | $2,644 | $6,790-61.1% | $10,614-75.1% | $5,651-53.2% |